Summit Trail Advisors’s Piper Sandler PIPR Stock Holding History

Summit Trail Advisors’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-16	Closed	–	–	1326
2017 Q4	$0	Buy	+16	New	+$288	﹤0.01%	2063

Other funds holding PIPR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Trail Advisors's PIPR Position: Q1 2018 in Review

Summit Trail Advisors sold out of Piper Sandler (PIPR) in Q1 2018, closing a stake of 16 shares.

Summit Trail Advisors first reported a position in PIPR in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 219 funds tracked by Wall St. Rank hold PIPR as of Q1 2018.

Summit Trail Advisors reported no remaining Piper Sandler position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 16 Piper Sandler shares in Q1 2018.
Summit Trail Advisors first reported a position in Piper Sandler in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Piper Sandler position peaked at $0 in Q4 2017.
219 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.